Fee-Only Retirement Planning in Yacolt, WA

I’m Charles. I’m a Fee-Only CERTIFIED FINANCIAL PLANNER® professional and Wealth Advisor with Barker Wealth Management, LLC.

Over the years, I’ve had the privilege of guiding retirees in the Yacolt community as they navigate the many decisions that come with retirement. My goal is to help them simplify their financial lives and move forward with clarity and confidence about their future.

Professional headshot of Charles Petitjean, CERTIFIED FINANCIAL PLANNER® professional. He has short light brown hair, blue eyes, wearing a blue blazer and a checkered shirt, against a white background.

Independent Financial Advice from a CERTIFIED FINANCIAL PLANNER®

Expert Investment Guidance

Limit Your Retirement Tax

A Fulfilling Retirement with Less Stress and More Peace of Mind

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I work with Yacolt retirees to bring all the moving parts of their financial life together in one coordinated plan. This includes:

  • Designing a dependable retirement income strategy that balances withdrawals across IRAs, Roth accounts, and taxable portfolios.

  • Reducing unnecessary taxes through thoughtful tactics such as Roth conversions and tax-efficient account placement.

  • Helping you determine the best timing for Social Security benefits based on your overall situation.

  • Reviewing and updating your estate plan so your legacy is carried out smoothly, with fewer taxes, delays, or complications for loved ones.

  • Structuring charitable giving in ways that reflect your priorities while creating potential tax savings.

  • Collaborating with your CPA, attorney, and other trusted professionals so your plan works seamlessly.

  • Managing investment risk appropriately to support both current income and long-term objectives.

  • Proactively preparing for key milestones like Required Minimum Distributions, Medicare decisions, and shifting tax brackets.

The Chelatchie Prairie Railroad in Yacolt, WA